Groups in transactions list

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Try this (It is not the most elegant, but it works.)

After you add the new column in your Transactions sheet, add this in the first row of the new column:

=IFERROR(ARRAYFORMULA(IF(Row(H:H)=1,“Group”,(vlookup(F1:F,Categories!A:B,2)))),"")

You’ll need to check the following things in the formula to make it work:

  1. The Hs in the formula refer to your new column you added to the Transaction sheet (The column in which you put the formula). Substitute your new column’s letter for these, if it isn’t H.
  2. The formula assumes your Category column in the Transactions sheet is Column F. If it isn’t F, change out the Fs in the formula to reference the column letter in your Transaction sheet that corresponds to the Category column, as needed.
  3. The formula assumes your Categories sheet is set up with “Category” as Column A and “Group” as Column B. If not, change the formula references of A and B as needed (these need to be side by side).

There are other ways to do this that are a bit more involved (and beyond me, Ha!) Perhaps others can share that.

Cheers!